Returns Driven by Central Banks? This chart suggests that equity and credit markets are no longer driven by fundamentals, at the moment. Image: Deutsche Bank Global Research

S&P 500 Performance Leading to U.S. Election Date This table shows that over the last 20 election cycles in the U.S., there have been only two instances of market declines in the 12 months leading…

U.S. Total Debt to GDP Ratio and Economic Growth by Cycle This nice chart clearly shows that U.S. GDP is weaker today than in the past, despite higher debt levels. Image: Real Investment Advice

University of Michigan Consumer Sentiment Index Leads U.S. Unemployment Rate This chart suggests that the University of Michigan Consumer Sentiment Index leads the U.S. unemployment rate by 9 months. An R² of 0.80 is quite…

U.S. Repurchase Authorizations (Buybacks) U.S. repurchase authorizations are bigger than ever. Image: Goldman Sachs Global Investment Research

Global Consumption by Region Chart suggesting that developing economies will dominate global consumption. Image: McKinsey Global Institute

Copper to Gold Ratio The copper to gold ratio provides useful information on the evolution of the U.S. 10-year Treasury, the ISM Non-Manufacturing Index and the average weekly hours worked. Image: Paolo Cardena

S&P 500 Valuation and Inflation This chart suggests that the S&P 500 is fairly valued based on current inflation. Image: Truist

Most Traded Goods Between U.S. and China Taking a closer look at U.S. exports to China, and China exports to U.S., amid the trade war. Image: howmuch.net

Emerging Markets and Liquidity Cycles This chart shows that investing in emerging markets also requires an understanding of global liquidity cycles. Image: Fidelity Investments

S&P 500 Tax Adjusted EPS vs. Trend Interesting chart showing that S&P 500 tax adjusted earnings are well above the trend in the United States, and have historically preceded earning plunges. Image: J.P. Morgan Asset…